View Financial HealthSchaffer 配当と自社株買い配当金 基準チェック /46Schaffer配当を支払う会社であり、現在の利回りは4.86%で、収益によって十分にカバーされています。主要情報4.9%配当利回り-1.1%バイバック利回り総株主利回り3.8%将来の配当利回りn/a配当成長11.6%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向74%最近の配当と自社株買いの更新お知らせ • Aug 23Schaffer Corporation Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2024Schaffer Corporation Limited announced ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2024, payable on September 20, 2024 with record date of September 9, 2024 and ex date of September 5, 2024.Declared Dividend • Aug 23Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Declared Dividend • Feb 24First half dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 7th March 2024 Payment date: 15th March 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.5% EPS decline seen over the last 5 years.お知らせ • Aug 23Schaffer Corporation Limited Announces Fully Franked Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023Schaffer Corporation Limited announced fully franked ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2023, payable on September 22, 2023 with record date of September 8, 2023 and ex date of September 7, 2023.Upcoming Dividend • Mar 02Upcoming dividend of AU$0.45 per share at 4.7% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 17 March 2023. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.5%).すべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. 2 independent directors (3 non-independent directors). Non-Executive Independent Director Michael Perrott was the last independent director to join the board, commencing their role in 2005. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Oct 14Schaffer Corporation Limited, Annual General Meeting, Nov 19, 2025Schaffer Corporation Limited, Annual General Meeting, Nov 19, 2025. Location: at pagoda resort & spa, 112 melville parade, como,western australia Australiaお知らせ • Sep 28Schaffer Corporation Limited Withdraws Profit Guidance for its Automotive Leather Division for the First-Half of Financial Year 2026Schaffer Corporation Limited announced that it has withdrawn the first-half financial year 2026 profit guidance for its Automotive Leather division. This withdrawal is a direct result of a cyber incident experienced by one of the Automotive Leather division's major customers, Jaguar Land Rover (JLR), which has led to a halt in their production and continued uncertainty regarding the timing of its resumption. In early September 2025, JLR publicly announced that it had experienced a major cyber-attack that had impacted multiple systems forcing a halt to production across all its manufacturing plants.お知らせ • Aug 22+ 1 more updateSchaffer Corporation Limited Announces the Appointment of Ralph Leib as Chief Executive Officer of the Automotive Leather DivisionSchaffer Corporation Limited announced the appointment of Ralph Leib as Chief Executive Officer of the Automotive Leather division. Mr. Leib is a valued member of the leadership team, having served as the division's Chief Financial Officer for the past eight years. He will work alongside Mr. Dan Birks, who continues in his role as General Manager.お知らせ • Oct 08Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024. Location: pagoda resort & spa, 112 melville parade, como, western australia, AustraliaReported Earnings • Sep 27Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023).お知らせ • Sep 25Schaffer Corporation Limited to Report First Half, 2025 Results on Feb 19, 2025Schaffer Corporation Limited announced that they will report first half, 2025 results on Feb 19, 2025Recent Insider Transactions • Sep 13Non-Executive Independent Director recently bought AU$113k worth of stockOn the 10th of September, David Schwartz bought around 5k shares on-market at roughly AU$21.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$149k. Insiders have collectively bought AU$360k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Aug 28Non-Executive Independent Director recently bought AU$149k worth of stockOn the 26th of August, David Schwartz bought around 7k shares on-market at roughly AU$21.97 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$247k more in shares than they have sold in the last 12 months.New Risk • Aug 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings have declined by 6.2% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.お知らせ • Aug 23Schaffer Corporation Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2024Schaffer Corporation Limited announced ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2024, payable on September 20, 2024 with record date of September 9, 2024 and ex date of September 5, 2024.Declared Dividend • Aug 23Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Board Change • Jul 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jun 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Mar 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.65 (vs AU$0.38 in 1H 2023)First half 2024 results: EPS: AU$0.65 (up from AU$0.38 in 1H 2023). Revenue: AU$112.9m (up 35% from 1H 2023). Net income: AU$8.84m (up 72% from 1H 2023). Profit margin: 7.8% (up from 6.2% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Declared Dividend • Feb 24First half dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 7th March 2024 Payment date: 15th March 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.5% EPS decline seen over the last 5 years.Board Change • Feb 09Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Dec 09Chairman & MD recently bought AU$81k worth of stockOn the 4th of December, John Schaffer bought around 4k shares on-market at roughly AU$18.06 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.Board Change • Nov 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 22+ 1 more updateSchaffer Corporation Limited, Annual General Meeting, Nov 15, 2023Schaffer Corporation Limited, Annual General Meeting, Nov 15, 2023.Board Change • Sep 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 23Schaffer Corporation Limited Announces Fully Franked Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023Schaffer Corporation Limited announced fully franked ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2023, payable on September 22, 2023 with record date of September 8, 2023 and ex date of September 7, 2023.Board Change • May 05Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 02Upcoming dividend of AU$0.45 per share at 4.7% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 17 March 2023. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.5%).Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.38 (vs AU$0.47 in 1H 2022)First half 2023 results: EPS: AU$0.38 (down from AU$0.47 in 1H 2022). Revenue: AU$83.5m (up 14% from 1H 2022). Net income: AU$5.13m (down 21% from 1H 2022). Profit margin: 6.2% (down from 8.8% in 1H 2022).Board Change • Feb 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • May 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 26First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.47 (down from AU$1.70 in 1H 2021). Revenue: AU$73.2m (down 28% from 1H 2021). Net income: AU$6.46m (down 72% from 1H 2021). Profit margin: 8.8% (down from 23% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.Board Change • Feb 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.決済の安定と成長配当データの取得安定した配当: SFCの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: SFCの配当金は過去10年間にわたって増加しています。配当利回り対市場Schaffer 配当利回り対市場SFC 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (SFC)4.9%市場下位25% (AU)2.8%市場トップ25% (AU)6.9%業界平均 (Auto Components)3.7%アナリスト予想 (SFC) (最長3年)n/a注目すべき配当: SFCの配当金 ( 4.86% ) はAustralian市場の配当金支払者の下位 25% ( 2.76% ) よりも高くなっています。高配当: SFCの配当金 ( 4.86% ) はAustralian市場の配当金支払者の上位 25% ( 6.9% ) と比較すると低いです。株主への利益配当収益カバレッジ: SFCの配当金は、合理的な 配当性向 ( 74.2% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: SFCは合理的な 現金配当性向 ( 70.2% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。高配当企業の発掘7D1Y7D1Y7D1YAU 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 20:34終値2026/05/22 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Schaffer Corporation Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
お知らせ • Aug 23Schaffer Corporation Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2024Schaffer Corporation Limited announced ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2024, payable on September 20, 2024 with record date of September 9, 2024 and ex date of September 5, 2024.
Declared Dividend • Aug 23Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Declared Dividend • Feb 24First half dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 7th March 2024 Payment date: 15th March 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.5% EPS decline seen over the last 5 years.
お知らせ • Aug 23Schaffer Corporation Limited Announces Fully Franked Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023Schaffer Corporation Limited announced fully franked ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2023, payable on September 22, 2023 with record date of September 8, 2023 and ex date of September 7, 2023.
Upcoming Dividend • Mar 02Upcoming dividend of AU$0.45 per share at 4.7% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 17 March 2023. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.5%).
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. 2 independent directors (3 non-independent directors). Non-Executive Independent Director Michael Perrott was the last independent director to join the board, commencing their role in 2005. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Oct 14Schaffer Corporation Limited, Annual General Meeting, Nov 19, 2025Schaffer Corporation Limited, Annual General Meeting, Nov 19, 2025. Location: at pagoda resort & spa, 112 melville parade, como,western australia Australia
お知らせ • Sep 28Schaffer Corporation Limited Withdraws Profit Guidance for its Automotive Leather Division for the First-Half of Financial Year 2026Schaffer Corporation Limited announced that it has withdrawn the first-half financial year 2026 profit guidance for its Automotive Leather division. This withdrawal is a direct result of a cyber incident experienced by one of the Automotive Leather division's major customers, Jaguar Land Rover (JLR), which has led to a halt in their production and continued uncertainty regarding the timing of its resumption. In early September 2025, JLR publicly announced that it had experienced a major cyber-attack that had impacted multiple systems forcing a halt to production across all its manufacturing plants.
お知らせ • Aug 22+ 1 more updateSchaffer Corporation Limited Announces the Appointment of Ralph Leib as Chief Executive Officer of the Automotive Leather DivisionSchaffer Corporation Limited announced the appointment of Ralph Leib as Chief Executive Officer of the Automotive Leather division. Mr. Leib is a valued member of the leadership team, having served as the division's Chief Financial Officer for the past eight years. He will work alongside Mr. Dan Birks, who continues in his role as General Manager.
お知らせ • Oct 08Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024. Location: pagoda resort & spa, 112 melville parade, como, western australia, Australia
Reported Earnings • Sep 27Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023).
お知らせ • Sep 25Schaffer Corporation Limited to Report First Half, 2025 Results on Feb 19, 2025Schaffer Corporation Limited announced that they will report first half, 2025 results on Feb 19, 2025
Recent Insider Transactions • Sep 13Non-Executive Independent Director recently bought AU$113k worth of stockOn the 10th of September, David Schwartz bought around 5k shares on-market at roughly AU$21.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$149k. Insiders have collectively bought AU$360k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Aug 28Non-Executive Independent Director recently bought AU$149k worth of stockOn the 26th of August, David Schwartz bought around 7k shares on-market at roughly AU$21.97 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$247k more in shares than they have sold in the last 12 months.
New Risk • Aug 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings have declined by 6.2% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
お知らせ • Aug 23Schaffer Corporation Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2024Schaffer Corporation Limited announced ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2024, payable on September 20, 2024 with record date of September 9, 2024 and ex date of September 5, 2024.
Declared Dividend • Aug 23Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Board Change • Jul 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jun 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Mar 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.65 (vs AU$0.38 in 1H 2023)First half 2024 results: EPS: AU$0.65 (up from AU$0.38 in 1H 2023). Revenue: AU$112.9m (up 35% from 1H 2023). Net income: AU$8.84m (up 72% from 1H 2023). Profit margin: 7.8% (up from 6.2% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Declared Dividend • Feb 24First half dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 7th March 2024 Payment date: 15th March 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.5% EPS decline seen over the last 5 years.
Board Change • Feb 09Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Dec 09Chairman & MD recently bought AU$81k worth of stockOn the 4th of December, John Schaffer bought around 4k shares on-market at roughly AU$18.06 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
Board Change • Nov 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 22+ 1 more updateSchaffer Corporation Limited, Annual General Meeting, Nov 15, 2023Schaffer Corporation Limited, Annual General Meeting, Nov 15, 2023.
Board Change • Sep 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 23Schaffer Corporation Limited Announces Fully Franked Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023Schaffer Corporation Limited announced fully franked ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2023, payable on September 22, 2023 with record date of September 8, 2023 and ex date of September 7, 2023.
Board Change • May 05Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 02Upcoming dividend of AU$0.45 per share at 4.7% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 17 March 2023. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.5%).
Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.38 (vs AU$0.47 in 1H 2022)First half 2023 results: EPS: AU$0.38 (down from AU$0.47 in 1H 2022). Revenue: AU$83.5m (up 14% from 1H 2022). Net income: AU$5.13m (down 21% from 1H 2022). Profit margin: 6.2% (down from 8.8% in 1H 2022).
Board Change • Feb 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 26First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.47 (down from AU$1.70 in 1H 2021). Revenue: AU$73.2m (down 28% from 1H 2021). Net income: AU$6.46m (down 72% from 1H 2021). Profit margin: 8.8% (down from 23% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
Board Change • Feb 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.